Job Summary
Job Description
What will you do?
At RBC WMFS, we owe our success to the efficiency of organization processes. The ideal candidate will have a sharp business mind, a self-starter who exudes energy, curiosity, and enthusiasm to take on a managerial role within the RBC (WMFS) Wealth Management Financial Services Inc.
This role has a diversity of teams that require continuous training and coaching. This person should be able to pivot quickly depending on the situation, be able to coach, train, deliver presentations and participate in initiatives that will enable the Inforce team and sales field with workflow for a superior client experience.
What do you need to succeed?
Increase the efficiency of existing processes and procedures to enhance the company's internal capacity.
Managing three separate teams, an Inforce Policy Administration (IPA) team, Insurance Service Desk (ISD) and Inforce Mail distribution (IMD) team
IPA team administer over 70,000 inforce insurance policies from across the country.
IPA team focus is to handle all incoming administrative requests from the advisors (agent of record) and Estate Planning Specialist teams.
Managing a team of advisors with a book of approximately 4,500 policies under the Insurance Service Desk that provide post sales-servicing to clients and advisors (agent of record).
Manage the mail distribution team, coach, and train the team to send out mail notifications efficiently to the advisor (agent of record) / Estate Planning Specialist team.
Manage the drive which is a file upload system to the Dominion Securities (DS) branches folder of all insurance policy files that advisors (agent of record) must keep within their client records.
Main objective is to coach, motivate and find efficiencies to improve our inforce services.
Present at national conferences / value add calls on Insurance Servicing, advisor responsibility.
Promote and educate advisor teams on insurance, responsibility and any new initiatives that may be launched such as Salesforce / Cases (workflow system).
Train the DS Trainers on insurance terminology, explain insurance 101 and step by step on how to submit a case for administrative transactional changes.
Create communications on Insurance servicing, upcoming initiatives, reminders within the WMFS HO weekly or DS / PH&N Weekly.
Must have :
Two or more years of proven success in life insurance service delivery and operations management role
License Qualification Program (LLQP)
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work / life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Job Skills
Senior Product Manager
In being a great place to work, we are proud to offer a range of experiences and opportunities that will help our employees to achieve their career and personal goals and enable them to live a healthy and balanced life. Lobby is the global leader of SaaS-based enterprise visitor management system, w...
operations manager - trade, broadcasting and other services
Authorize and organize the establishment of major departments and associated senior staff positions. Establish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planning. Allocate material, human and financial resources to impleme...
Senior Project Manager - Water Services
In that position, you will work closely with our Client Services Lead on business development activities to grow the Ontario water business, including client liaison and proposal preparation, will be project manager for design and construction projects for water and wastewater treatment and biosolid...
Senior Manager, IT Infrastructure and Security
We are seeking a Senior IT Infrastructure and Security Manager to oversee service delivery for companies in the US, Canada, and Australia. The Senior Manager, IT Infrastructure and Security - Global will play a critical role in ensuring the stability, security, and scalability of the infrastructure ...
Senior Marketing Manager
Manages the unit and its staff to support an environment and culture of service excellence which respects diversity, encourages all employees to work together to achieve results and contribute to a healthy, rewarding, and productive working environment where personal and team accountability are key ...
Senior Client Services Manager - Healthcare Security
With the ability to service clients across Canada including major centers, small towns, and remote locations by air, land, or sea, our team of 4000+ strong security and safety professionals provide people with a feeling of safety by offering a comprehensive selection of security services and solutio...
Senior Manager Marketing, Infrastructure, Healthcare & Government
Work with National Industry Leader and Sector leads to identify market opportunities and develop and execute a marketing and communications plan that will build brand and help drive growth and revenue in these sectors. The Senior Marketing Manager serves as the Performance Manager for a Marketing Se...
Senior Manager Process Design & Change Management - Wealth Management
Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ex...
Senior Strategy Manager to develop, update and evolve the customer experience and system processes for Sales Incentives Integration - 18914
Senior Strategy Manager to develop, update and evolve the customer experience and system processes for Sales Incentives Integration. Demonstrated experience and success with strategic relationship management at an senior executive level. Demonstrated experience in consuming large amounts of informat...
Restaurant Territory Sales and Service Manager, Downtown Toronto
Grow sales within an existing territory of food service and hospitality accounts by providing customers with training, regular and emergency service and sales demonstrations. Join us and help the biggest and best brands ensure guest safety and satisfaction and protect their reputation. You will serv...